Team management - Mass operations

Team management - Mass operations

Access your teams' update actions

To simplify the management of your collaborators, Abraxio provides utilities that allow you to carry out bulk operations on your teams.
These actions are available from the "Teams" screen of the Management module, via the "Actions" button at the top right:


Update Capacity

To develop a more accurate workload, you can update the capacity of collaborators from :
  1. Consumption
  2. Projected absences resulting from manual collaborator entry or API integration from the HRIS
When you click on the capacity update action, the top bar will be replaced by a wizard that will guide you through the operation.

 

Step 1: Configure the operation by filling in the required fields:
o   Period: The start and end months on which you want to run the operation
o   From: Fill in the source information of the update
There are two options available to update the capacity:
- From Consumption
or
- From Absences.
In the case of Absences, an additional parameter is required to specify the expected behavior for months without planned absences. Two modes are available:
o Ignore: Capacity will not change over months without planned absences. It is not assumed that the employee will not be absent, but rather that the information is not yet available (the employee has not yet entered it into the HRIS or Abraxio)
o Set to 0: The capacity will be updated with the maximum working time of the month. It is assumed that the employee will not be absent during the month if no planned absence is available.


Step 2: Select the collaborators you want to update

When the required parameters are met, the collaborators in the list are selectable, and columns to preview the result of the operation help you select the collaborators to update.



 

Step 3: Run the update
When the operation is set up and the collaborators are selected, you can run the update. At the end of the operation, a confirmation of the number of collaborators assigned is displayed and you can download an execution report in Excel field that contains the details of the updated collaborators.